Producer Pro Brochure

Producer Pro
Simplify producer life cycle management
• Configurability: Add or change screens, fields,
field labels, workflows, security, defaulting logic
and more without coding
• Includes integrated workflow, reporting, license and
appointments, book of business and email and
hardcopy correspondence generation
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I N TMMUN
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Reporting: Leverage out-of-the-box reports,
on-screen audit views and audit reporting, plus
the ability for business users to define reports
and performance metrics
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Integration: Integrates with NIPR, FINRA, DTCC,
and other credentialing registries; integrates with
other systems via web or batch services and
integrated ETL tools; integrates with CallidusCloud or
other learning systems for continuing education needs
PLIANC
COM
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Producer Pro consolidates all producer data
into a highly configurable cloud-based solution
that deploys quickly, connects easily with other
systems, automates and streamlines producer
administration, and eliminates the need for
multiple silos of information. Producer Pro by
CallidusCloud offers a 360-degree, real-time view
of all critical producer data via a comprehensive,
flexible, and extensible platform available 24 x
7 to desktop and mobile users. The culmination
of 15 years’ experience in the insurance industry,
Producer Pro leverages our strong relationships
with insurers and the proven and trusted
infrastructure of CallidusCloud.
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Management: Manage a producer’s many roles,
relationships, and hierarchies using a single identifier;
include complete compliance profiles updated in
batch or real time; manage and track books of
business efficiently
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Key features:
Producers are the sales engines of your company, yet managing this important
business relationship is still an inefficient process. Producer information is
typically spread across multiple systems, making it difficult to maintain trusted
data across the organization. Legacy systems limit flexibility and don’t integrate
well, resulting in disparate data sources that increase operating costs. Worse,
they risk introducing inaccurate data that negatively affects the business.
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Simplify producer life cycle management
NIPR
4140 Dublin Blvd, Suite 400 Dublin, CA 94568
DATA WAREHOUSE
www.calliduscloud.com
1 866 812 5244
EDUCATION SYSTEMS
COMPENSATION MAN
Brochure: Producer Pro by CallidusCloud
Brochure: Producer Pro by CallidusCloud
Easily manage complex
producer relationships
Integrate securely with
internal and external systems
Key benefits:
• Deploy quickly a fully configurable cloud-based
solution, purpose-built for the insurance industry
• Improve efficiency by automating manual processes,
reducing paper, and consolidating multiple producer
records onto a single platform
• Support producers and users on the go with a
solution available 24x7, securely accessible from
a desktop, tablet, or smartphone
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Managing producer compliance profiles,
Different business units often need access to
demographics, hierarchical relationships,
producer data, resulting in multiple data silos
and changing roles over the duration of the COMPLIANCthat
E risk introducing data synchronization
business relationship is a difficult undertaking.
errors. Producer Pro consolidates all your
With Producer Pro, a single producer master
producer data into one extensible platform
record offers a consolidated view of the
that connects to your legacy systems or other
multiple roles and relationships an individual
SaaS services. REST-based web services and
may have with your organization. Each
enterprise-grade ETL tools simplify both
record contains hierarchical relationships and
real-time and batch integration, ensuring all
complete compliance profiles, including E&O
data is accessible across the enterprise and
license checks, appointments, background
eliminating the need for redundant databases
checks, contracts, and more. Through a
graphical user interface, business users
of producer information. You can seamlessly
can extend the data set to suit your unique
extend Producer Pro with other CallidusCloud
business needs, including defining new
A solutions, including Onboarding,
insurance
IN screens
G RNICA
and fields. Producer Pro also manages Aand
TIO
E
T
Compensation Management (ICM),
I NIncentive
N
MU
tracks books of business and supports a wide
OM
CLearning,
gamification, and more.
range of mass change functions, automating
repetitive tasks and improving business
efficiency.
NIPR
EDUCATION SYSTEMS
COMPENSATION MANAGEMENT
DATA WAREHOUSE
• Minimize load on IT by leveraging advanced
configuration tools designed for business users in
a secure, high-performance environment
• Gain visibility with data updated in real-time,
complete audit trails, out-of-the-box reports, and
the ability to trace every action
• Simplify integration with existing systems through
a full complement of REST-based web services
and batch integration utilities
•
Extend the solution as needed without coding,
or through seamless integrations with other
CallidusCloud solutions, including Onboarding,
Incentive Compensation Management (ICM),
Learning, and more
POLICY ADMIN SYSTEMS
FINRA
BACKGROUND CHECK
OTHER SYSTEMS
Single source of truth
MOBILE
ENABLED
4140 Dublin Blvd, Suite 400 Dublin, CA 94568
www.calliduscloud.com
1 866 812 5244
S
N
Maintain compliance
with the ever-changing
regulatory environment
Producer Pro by CallidusCloud is part
of an end-to-end insurance solution
that integrates seamlessly with
• Incentive Compensation Management (ICM)
by CallidusCloud: Pay producers accurately
and efficiently
• Learning by CallidusCloud: Easily equip producers
with the information they need to sell your
products effectively
• Sales Enablement by CallidusCloud: Enable sales with
the right training, coaching, and content to win
every time
Sales Performance Manager by CallidusCloud:
Increase overall producer performance by identifying
the successful selling behaviors of top performers,
and use these insights to coach the rest of the team
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While it’s good to understand producer
relationships in depth, it’s better to develop
EDUCATION
SYSTEMS
them into
valuable affiliations
that improve
efficiency and enhance your brand with
agents. With Producer Pro, you can proactively
communicate important information that could
COMPENSATION
MANAGEMENT
impact a producer’s
productions and
earnings.
Using workflow logic, you can set alerts that
automatically notify agents of continuing
education or licensing requirements, and provide
FINRA
links to appropriate
training or certification
agencies. Branded correspondence templates let
you generate personalized batch or on-demand
communications quickly, delivered by email or
OTHER
SYSTEMS
printed
for mailing,
so your producers can stay
productive and keep selling.
MOBILE
ENABLED
CallidusCloud INSURANCE SOLUTION
ONBOARDING
INTEGRATION
PORTAL
WORKFLOW
PRODUCER
MANAGEMENT
COMPENSATION
MANAGEMENT
LEARNING
MANAGEMENT
REPORTING & ANALYTICS
• MySalesGame by CallidusCloud: Drive your
producers to adopt the behaviors critical to
their success through gamification
•
CO
Streamline producer
communications
Producer Pro includes turnkey integrations
NIPRRegistry
with the National Insurance Producer
(NIPR), the Depository Trust & Clearing
Corporation (DTCC), the Financial Industry
Regulatory Authority (FINRA), and others,
DATA WAREHOUSE
ensuring producers have valid credentials
and your data is synchronized in real time
with regulators. With an integrated toolset to
support compliance tracking, and monitoring
POLICY ADMIN SYSTEMS
of licenses and appointments and education
or certification records, Producer Pro cuts the
time and effort needed to keep producers
compliant. Tracking
your business
compliance
BACKGROUND
CHECK
is easy with detailed audit logs that capture
changes made to every screen. Regular
software updates keep your business
up-to-date with any regulatory changes.
• Onboarding by CallidusCloud: Improve efficiency,
eliminate paper and automate re-contracting
and terminations
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Brochure: Producer Pro by CallidusCloud
SALES
ENABLEMENT
SALES
PERFORMANCE
MANAGER
GAMIFICATION
CLOUD PLATFORM
SECURITY | INTEGRATION | SCALABILITY | CONFIGURATION
Comprehensive insurance solution
4140 Dublin Blvd, Suite 400 Dublin, CA 94568
www.calliduscloud.com
1 866 812 5244
Brochure: Producer Pro by CallidusCloud
Start generating value sooner
training services help insurers realize a turnkey
Producer Pro solution that is up and running in a
fraction of the time of other solutions.
Many producer solutions require complex
coding to meet your unique requirements or
integrate with other solutions. While developers
are writing and testing code, the solution is
not generating value for your organization.
Producer Pro is purpose-built for business
users. Without coding, business users can
easily add, move, or change fields, design and
generate reports, customize screens, change
hierarchies, and more. This configurability does
not impact performance, software upgrades,
or new feature introductions, so you will always
enjoy the newest innovations with predictable
performance.
Partner with a
trusted cloud provider
CallidusCloud is the global leader in cloud-based
sales, marketing and learning solutions. Over
3,700 organizations, across all industries, trust
CallidusCloud to optimize the lead to money
process to close more deals for more money
in record time. Supporting over 2.5 million
users and billions of transactions a month with
24x7 system support and guaranteed SLAs,
CallidusCloud offers the high availability and
performance insurers need to do business. And
with defense-in-depth security from user identity
and authentication to encrypted data streams
and storage, you can be sure your data is secure
and accessible by only validated users.
Out-of-the-box reports for planning and
compliance give you immediate visibility into
producers, with no extra configuration required.
With over 15 years of experience in the insurance
industry, CallidusCloud implementation and
About CallidusCloud
Callidus Software Inc. (NASDAQ: CALD), doing business
as CallidusCloud®, is the global leader in cloud based sales,
marketing, learning and customer experience solutions.
CallidusCloud enables organizations to accelerate and
maximize their lead to money process with a complete
suite of solutions that identify the right leads, ensure
proper territory and quota distribution, enable sales
forces, automate configure price quote, and streamline
sales compensation — driving bigger deals, faster. Over
3,700 leading organizations, across all industries, rely on
CallidusCloud to optimize the lead to money process to
close more deals for more money in record time.
ONBOARDING
BOOK OF BUSINESS
COMPLIANCE
PRODUCER MANAGER
Profile
4140 Dublin Blvd, Suite 400 Dublin, CA 94568
www.calliduscloud.com
1 866 812 5244
This document is provided for information purposes only, and the contents hereof are subject to change
without notice. © 2015 Callidus Software Inc. All rights reserved.
Communication
Reporting